In 2025, digital assets will likely make more headlines and draw more regulatory attention than ever. Younger wealth owners in particular are drawn to this emerging asset class. While it may not fit into every family office's portfolio, it should be on every family office's radar. It is essential to understand: - The key types of digital assets; Bitcoin is just one example. - Why Web3 — a vision of a decentralised, blockchain-powered internet — may be far more than just a buzzword. Learn more in the latest Altoo Insights article: https://lnkd.in/e4Mah9nK At Altoo, we’re committed to innovation, providing our clients with cutting-edge tools for seamless wealth management. #DigitalAssets #FamilyOffice #WealthManagement #hnwi #crypto
Altoo AG
IT-Dienstleistungen und IT-Beratung
Baar, Zug 4.712 Follower:innen
Simplicity for complex wealth
Info
The Altoo Wealth Platform empowers wealthy individuals and their families to consolidate and interact intuitively with their total wealth. Our solution goes beyond data aggregation and reporting. It is a secure digital home for your total wealth, carefully designed to make daily use intuitive and help you understand and manage the most important and complex aspects of your wealth. Altoo has developed its wealth platform in co-creatorship with its clients. Our independence and diversity enables us to connect people, wealth and processes by technology in a unique way. With a team of highly skilled software engineers, experienced investment specialists and experts in digital customer experience, Altoo is a fintech company, based in Zug.
- Website
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http://altoo.io
Externer Link zu Altoo AG
- Branche
- IT-Dienstleistungen und IT-Beratung
- Größe
- 11–50 Beschäftigte
- Hauptsitz
- Baar, Zug
- Art
- Privatunternehmen
- Gegründet
- 2017
- Spezialgebiete
- Wealth Management, Software Engineering und Fintech
Orte
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Primär
Zugerstrasse 77
Baar, Zug 6340, CH
Beschäftigte von Altoo AG
Updates
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Altoo AG hat dies direkt geteilt
As you reflect on 2024, it is worth noting that reports published during the year by Capgemini, Knight Frank, and UBS have all highlighted a significant rise in global wealth. The global millionaire population (excluding primary residences) has reached an unprecedented 22.6 million , and the UHNWI population rose just over 4% to 626,619. Which countries are home to the most millionaires? Where is prosperity rising fastest? Find out and explore more key insights from these reports in our latest Altoo Insights article: https://lnkd.in/ezMZSYAh At Altoo, we’re committed to innovation, providing our clients with cutting-edge tools for seamless wealth management. #wealth #wealthmanagement #wealthreports #hnwi #uhnwi #stats
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As you reflect on 2024, it is worth noting that reports published during the year by Capgemini, Knight Frank, and UBS have all highlighted a significant rise in global wealth. The global millionaire population (excluding primary residences) has reached an unprecedented 22.6 million , and the UHNWI population rose just over 4% to 626,619. Which countries are home to the most millionaires? Where is prosperity rising fastest? Find out and explore more key insights from these reports in our latest Altoo Insights article: https://lnkd.in/ezMZSYAh At Altoo, we’re committed to innovation, providing our clients with cutting-edge tools for seamless wealth management. #wealth #wealthmanagement #wealthreports #hnwi #uhnwi #stats
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Thinking about establishing a Family Office? Remember that it took strategic vision to build your family's wealth — and know that it will take the same vision to establish a family office that meets your unique needs. To help you refine this vision, we've outlined key priorities for building a successful family office: ✔ Determine the services your family needs most ✔ Focus on a limited number of priorities and core asset classes ✔ Hire for both expertise and ethics ✔ Ensure robust reporting with cutting-edge tools like the Altoo Wealth Platform Read more in the latest Altoo Insights article: https://lnkd.in/ea37JEKg At Altoo, we’re committed to innovation, providing our clients with cutting-edge tools for seamless wealth management. #familyoffice #singlefamilyoffice #familyoffices #wealthmanagement #wealthplatform #wealthmanager #uhnwi
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Altoo AG is Proud to Sponsor the 8th Annual Private Wealth Switzerland Forum! We are thrilled to announce that Altoo AG will be sponsoring the Markets Group 8th Annual Private Wealth Switzerland Forum on 3rd December 2024 in Zürich. This event is the region’s premier gathering for family offices, high-net-worth wealth managers, and private banks, offering unique opportunities for peer-to-peer knowledge exchange and insights into the future of wealth management. Our Altoo Business Development Team will be on-site to connect and share how the Altoo Wealth Platform empowers families and advisors with intuitive and secure technology tailored to your needs. Join us as the forum dives into pressing issues like current global market shifts or ESG and explores digital wealth management strategies for 2024 and beyond. See you at the Marriott Hotel in Zürich! #WealthManagement #PrivateWealth #Altoo #WealthTech #FinanceInnovation #MarketsGroupPW #FamilyOffice
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UHNWIs hold unique advantages when taking calculated risks. For example, UHNWIs are less concerned about covering day-to-day expenses and can focus on taking calculated risks likely to pay off over the long term. Also, they can hire world-class investment advisors to help analyse and manage risks when evaluating opportunities. Such advantages alone will rarely lead to success unless an UHNWI has self-knowledge, accurate and up-to-date information, and strong relationships with other wealth stakeholders. The latest Altoo Insights article explores the basic risks that no UHNWI should calculate without considering. Read it here: https://lnkd.in/eRpiZ3KJ At Altoo, we’re committed to innovation, providing our clients with cutting-edge tools for seamless wealth management. #riskmanagement #uhnwi #hnwi #altooinsights #digitalwealthmanagement #risktaking #wealthmanagement
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Altoo Recognized in Forbes' 2024 Family Office Software Roundup! We are pleased to announce that Altoo has been featured in Forbes’ prestigious 2024 Family Office Software Roundup for the fifth consecutive year! As family offices navigate a fast-evolving landscape, the need for sophisticated, user-friendly technology has never been more critical. Altoo is proud to offer a Swiss-made platform that supports family offices in simplifying complex wealth management needs—from consolidated data aggregation and performance reporting to risk management and compliance support. A big thank you to Forbes and Simple for recognizing Altoo’s commitment to innovation in this dynamic field. We are proud to continue making wealth management simpler and safer for family offices around the world. Read the full article here: https://lnkd.in/eVqgBkph #WealthManagement #DigitalTransformation #FamilyOffices #WealthManager #SingleFamilyOffices #uhnwi #hnwi
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Like almost everyone these days, UHNWIs rely on technology to support their everyday lives. Unlike everyone, however, UHNWIs have everyday lives full of decisions and needs that mass-market technologies are not designed to address. What types of tech tools exist to meet such exclusive requirements? In the latest Altoo Insights article, we outline five broad categories of digital solutions catering to the ultra-wealthy and provide examples of each. Read the article here: https://lnkd.in/duU8g5XY At Altoo, we’re committed to innovation, providing our clients with cutting-edge tools for seamless wealth management. #wealthtech #uhnwi #hnwi #luxuryfashion #wealthmanagement #luxuryassets #digitalprivacy #apps #lifestyle
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In today's hyper-connected world, UHNWIs and their families are just a few clicks away from potential reputational damage. Managing this risk, like all types of risk, comes down to proper planning and precautions. Specifically, UHNWIs should: 1) Articulate their personal values and the story of their wealth, even if the public isn’t asking them to. These guiding principles will be helpful in legacy planning, even if a PR crisis never occurs. 2) Set guidelines for family social media use. Digital natives may continue to post even if asked to stop; it’s better to discuss what is acceptable to share. 3) Pay careful attention to data security. A data breach or leak can cause reputational damage that may be more difficult to recover from than financial losses. Learn more in our latest Altoo Insights article: https://lnkd.in/ePiMaJXg At Altoo, we’re committed to innovation, providing our clients with cutting-edge tools for seamless wealth management. #ReputationManagement #UHNWIRisks #DigitalSecurity #DigitalPrivacy #UHNWI #FamilyOffice
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We're pleased to announce that Altoo AG is featured in the Family Office Software and Technology Report 2024 by Simple. The report explores how technology is shaping family offices, with a focus on AI, data privacy, and security. It includes insights from our team and other industry leaders. Simon Kaufmann, our Head of Business Development, shared: "The global wealth transfer is driving digitalisation and professionalisation of wealth management and family wealth preservation." The Altoo Wealth Platform addresses the unique needs of ultra-high-net-worth families by offering data aggregation solutions that enable more efficient and accurate wealth management. Thank you to Simple and our Altoo AG Team for contributing to this valuable report! Read the full report here (E-mail registration required): https://lnkd.in/eUETyzps Discover how Altoo can help you stay on top of your wealth - click our link in the comments. #FamilyOffice #WealthManagement #Digitalisation #AI #DataSecurity #SingleFamilyOffice #UHNWI #Wealth #Cybersecurity